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51:31EN
Sequoia Capital· Jul 21, 2026PodcastThey Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.Coding agentsHarness engineeringModel routing & gateways+3
4 slides27:13EN
Matthew Berman· Jul 21, 2026Kimi K3 and the Debate Over Open-Weight AIMatthew Berman · Forward FutureMatthew Berman examines model economics, competition and security arguments after Moonshot AI’s Kimi K3 announcement.Open-weight modelsAI cost & performanceAI Regulation+2
1:28:42EN
20VC with Harry Stebbings· Jul 20, 2026Podcast · 2 speakersLin Qiao on Specialized AI, Open Models and the Economics of InferenceGuest Lin Qiao · Host Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.InferenceAI cost & performanceOpen-weight models+2
1:52EN
Matthew Berman· Jul 19, 2026Anthropic, Compute Capacity and the Competition for AI SubscribersMatthew Berman · Forward FutureMatthew Berman weighs a claimed compute constraint against model quality, subscription limits and the possibility of future self-improvement.AI cost & performanceInfrastructure & deploymentAI Strategy+1
7 slides12:12EN
Matthew Berman· Jul 18, 2026Kimi K3: Coding Benchmarks, Cost and the Open-Weight AI RaceMatthew Berman · Forward FutureMatthew Berman examines Kimi K3’s early benchmark results, its cost per task and a Rubik’s Cube simulator, while weighing their limits.Open-weight modelsBenchmarksAI cost & performance+2
1:29:35EN
20VC with Harry Stebbings· Jul 18, 2026Podcast · 2 speakersFred Turner on Curative’s Pandemic Pivot, Health Insurance and AI AutomationGuest Fred Turner · Host Harry StebbingsCurative’s CEO recounts building a COVID testing operation, moving into health insurance and using AI agents across the company’s workflows.AI in healthcareEntrepreneurshipWorkflow automation+2
Slides0:25EN
Matthew Berman· Jul 17, 2026Kimi K3 Leads a Front-End Coding RankingMatthew Berman · Forward FutureMatthew Berman highlights Moonshot AI’s 2.8-trillion-parameter model and its early Arena result. The ranking covers one task, and the model weights followed after the video.Open-weight modelsBenchmarksCoding agents+1
1:13:48EN
Unsupervised Learning: With Jacob Effron· Jul 16, 2026PodcastCarriers Spend $200 Billion a Year. The Money Went Up the StackHost Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.Enterprise & strategyAI StrategyEnterprise AI+3
51:38EN
Sources Podcast· Jul 16, 2026Podcast · 2 speakersTolan Founder Quinten Farmer on AI Guides, Real Relationships and Building a Calm CompanyGuest Quinten Farmer · Host Ellis HamburgerFarmer explains the alien character’s design, user-reported outcomes and premium pricing—and why he wants it to challenge users as well as listen.AI agentsProduct DesignCompany Building+1
3:46:12EN
Zhang Xiaojun Podcast· Jul 16, 2026Podcast · 2 speakersKay Ke on Physical Intelligence, Robot Learning, and the Future of RoboticsGuest Kay Ke · Host 张小珺Physical Intelligence researcher Kay Ke traces the field's research lineages and explains Pi's progression from π₀ to π*₀.₆. She also reflects on education, fiction, ambition, and what it means to build robots that work beyond a demo.RoboticsReinforcement LearningAI research+2
1:26:12EN
20VC with Harry Stebbings· Jul 16, 2026Podcast · 3 speakers20VC Roundtable on AI Competition, Enterprise Spending and Venture CapitalGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.Enterprise AIAI cost & performanceVenture Capital+2
1:18EN
Matthew Berman· Jul 15, 2026AI News Live: A Brief Interrupted OpeningThe Forward Future team starts a live broadcast, checks its stream and introduces a planned OpenAI hardware topic before the recording ends.AI Adoption
0:42EN
Matthew Berman· Jul 15, 2026DeepSeek and Zhipu Reportedly Explore Custom AI ChipsMatthew Berman · Forward FutureMatthew Berman discusses 2026 reports of Chinese model developers pursuing their own processors and the strategic appeal of controlling more of their AI infrastructure.SemiconductorsInfrastructure & deploymentGeopolitics
1:03EN
Matthew Berman· Jul 15, 2026Reported Chinese AI Export Discussions and a Strategic DebateMatthew Berman · Forward FutureMatthew Berman considers reported restrictions on overseas access to Chinese AI models and questions whether limiting their distribution would serve China’s interests.AI RegulationGeopoliticsOpen-weight models
5 slides1:00:47EN
Matthew Berman· Jul 15, 2026AI News Live: A Codex Keyboard, Open Models and Agent Safety ResearchMatthew Berman, Alex, Brian · Forward FutureMatthew Berman, Alex and Brian discuss new tools, model costs and a research report, separating initial impressions from verified results.Coding agentsOpen-weight modelsAI cost & performance+2
33:16EN
Reid Hoffman· Jul 15, 2026Podcast · 3 speakersBen Hansford on AI Filmmaking, a Talking Raccoon and the Work Beneath a PrototypeGuest Ben Hansford · Host Reid Hoffman, Parth PatilThe commercial director describes using AI in treatments and effects, building a comics platform and teaching filmmakers to direct new systems.CreativityMultimodal & mediaAI agents+1
48:55EN
Sequoia Capital· Jul 14, 2026PodcastAnthropic's Platform Grew Three Layers in a Year — and Tokens Now Have JobsKatelyn Lesse and Angela Jiang tell Sequoia's Training Data how Anthropic went from a stateless Messages API to knowledge, execution, and coordination — without trying to own the servers.AgentsAgent engineeringAgent orchestration+3
5 slides15:48EN
Matthew Berman· Jul 14, 2026Matthew Berman’s Codex Workflow: Models, Threads, Goals and SafetyMatthew Berman · Forward FutureBerman shares his July 2026 approach to model selection, browser work, reusable skills, long-running goals, remote access and guardrails.Coding agentsDeveloper workflows & testingAgent skills+2
1:04:36EN
20VC with Harry Stebbings· Jul 13, 2026Podcast · 2 speakersWix CEO Avishai Abrahami on Base44, AI and Building for Small BusinessesGuest Avishai Abrahami · Host Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.SaaSVibe CodingProduct Strategy+2
2:23:38EN
Cognitive Revolution "How AI Changes Everything"· Jul 12, 2026PodcastDavidad Cut His p(doom) From the Seventies to Under 5% — and Named a Bodhisattva as the Alignment TargetHost Nathan LabenzThe former ARIA Safeguarded AI director tells Cognitive Revolution why boxing superintelligence is too late, why he thinks models are climbing a U-shaped wisdom curve, and why the remaining risk is a race you cannot monitor.Security & safetySafety & governanceAGI+3
1:00:08EN
20VC with Harry Stebbings· Jul 11, 2026Podcast · 2 speakersArvind Jain on Enterprise AI, Open Models and the Future of WorkGuest Arvind Jain · Host Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.Enterprise AIAI agentsOpen-weight models+2
2:06:41EN
Cognitive Revolution "How AI Changes Everything"· Jul 9, 2026PodcastZero the J-Space and a Model's Hidden Goal Lights Up on Token OneHost Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.Models & trainingModel InterpretabilitySafety & governance+3
Slides1:02:09EN
Sources Podcast· Jul 9, 2026Podcast · 3 speakersJon Steinback on Marker, AI and the Thinking Behind WritingGuest Jon Steinback · Host Alex Heath, Ellis HamburgerThe Marker founder argues for an editor that asks questions instead of writing for the user; the hosts examine where AI fits in their own work.Product DesignCreativityAI Product Management+1
50:57EN
Unsupervised Learning: With Jacob Effron· Jul 9, 2026PodcastA Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen SchmidhuberHost Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.Models & trainingAGIAI research+3
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